SHELBYVILLE-BEDFORD COMMUNITY FOUNDATION INC

EIN: 863462714 501(c)(3) Human Services

SHELBYVILLE, TN

Total Revenue
$223,931
Total Expenses
$120,530
Total Assets
$150,466
Net Assets
$150,466
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2020
Legal Domicile
TN
Principal Officer
CARROLL OBRIEN
Tax Period
2023-07-01 to 2024-06-30

SHELBYVILLE-BEDFORD COMMUNITY FOUNDATION INC, founded in 2020, is a small nonprofit in the Human Services sector that reported $224K in total revenue in fiscal year 2023. The organization ran a surplus of $103K, a strong 46% operating margin.

Mission

TO SUPPORT INITIATIVES THAT ADVANCE EDUCATION AND QUALITY OF LIFE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $218,162
Program Service Revenue $1,305
Investment Income $4,464
Other Revenue $0
TOTAL REVENUE $223,931

Expense Breakdown

Grants Paid $14,000
Salaries & Benefits $52,133
Fundraising Expenses $0
Program Expenses $77,275
Other Expenses $54,397
TOTAL EXPENSES $120,530

Year-over-Year Comparison

2023 2022 Change
Revenue $223,931 N/A N/A
Expenses $120,530 N/A N/A
Net Income $103,401 N/A N/A
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
23
Independent Members
23
Employees
N/A
Volunteers
30

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
21
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JULIE SANDERS BOARD MEMBER 0.00
Director
$0 $0 $0
LORI SEXTON BOARD MEMBER 0.00
Director
$0 $0 $0
LUKE PARHAM BOARD MEMBER 0.00
Director
$0 $0 $0
ROSA MARTIN BOARD MEMBER 0.00
Director
$0 $0 $0
ROB MCGILL BOARD MEMBER 0.00
Director
$0 $0 $0
TABBY STEM BOARD MEMBER 0.00
Director
$0 $0 $0
WARREN WELLS BOARD MEMBER 0.00
Director
$0 $0 $0
CHRISTY WOMACK BOARD MEMBER 0.00
Director
$0 $0 $0
ISIAH WASHINGTON BOARD MEMBER 0.00
Director
$0 $0 $0
JOHN TEAGUE BOARD MEMBER 0.00
Director
$0 $0 $0
MARK THOMAS BOARD MEMBER 0.00
Director
$0 $0 $0
CAROL GARRETTE BOARD MEMBER 0.00
Director
$0 $0 $0
JOANNE GAUNT BOARD MEMBER 0.00
Director
$0 $0 $0
TAMMY GARRETT BOARD MEMBER 0.00
Director
$0 $0 $0
BRIAN CANTRELL BOARD MEMBER 0.00
Director
$0 $0 $0
BARRY COOPER BOARD MEMBER 0.00
Director
$0 $0 $0
STEPHANIE ISSACS BOARD MEMBER 0.00
Director
$0 $0 $0
WARREN LANDERS BOARD MEMBER 0.00
Director
$0 $0 $0
AMY MARTIN BOARD MEMBER 0.00
Director
$0 $0 $0
ANNA LEE JORDAN BOARD MEMBER 0.00
Director
$0 $0 $0
COLLIN KING BOARD MEMBER 0.00
Director
$0 $0 $0
CARROLL OBRIEN TREASURER 10.00
Officer
$0 $0 $0
THOM MEEK CHAIRMAN 0.00
Officer
$0 $0 $0
KAREN THRASHER SECRETARY 0.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $223,931 $120,530 $150,466 $103,401
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